Independence, OHCIK 10401974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4,146 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.73M | $1.19B | 6.9% | −2.3K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 928.1K | $632.91M | 3.7% | +126.5K | Added |
| 3 | Apple Inc | 2.17M | $589.07M | 3.4% | +148.9K | Added |
| 4 | Microsoft Corp |
| 1.00M |
| $485.63M |
| 2.8% |
| +67.6K |
| Added |
| 5 | Ishares Tr | 5.43M | $358.33M | 2.1% | +114.0K | Added |
| 6 | Nvidia Corporation | 1.52M | $283.51M | 1.6% | +79.4K | Added |
| 7 | Vanguard Tax-Managed Fds | 4.46M | $278.34M | 1.6% | +199.2K | Added |
| 8 | Alphabet Inc | 833.8K | $260.97M | 1.5% | +3.3K | Added |
| 9 | Amazon Com Inc | 1.12M | $259.27M | 1.5% | +59.7K | Added |
| 10 | Invesco Qqq Tr | 407.1K | $250.10M | 1.4% | +43.3K | Added |
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